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Patient Copilot Help Center

Contact Summary Agent in Ask AI

The Contact Summary Agent is a new AI-powered feature within Patient Copilot Copilot’s Ask AI tool, designed to instantly summarize contact records and answer detailed questions about any contact. This feature streamlines how you access and interpret contact data, saving you time and providing actionable insights with a simple, conversational prompt. * * * ## Using Conversational Prompts The Contact Summary Agent is designed to understand natural language, making it easy to get the information you need without memorizing commands. Ask open-ended questions like: - “What tasks are pending for John Doe?”

  • “When is Jane Smith’s next appointment?”
  • “How much has Michael Johnson paid so far?”
  • Combine summary and specific queries for deeper insights. * * * ## Supported Data Types The agent pulls from a wide range of contact-related data sources to provide comprehensive summaries. - Communication logs (emails, calls, SMS)
  • Notes and activity history
  • Payment records and outstanding balances
  • Appointments and session bookings
  • Tasks and deal pipelines
  • Engagement analytics * * * ## Frequently Asked Questions Q: Do I need to configure anything before using the Contact Summary Agent? No setup is required—simply access Ask AI and start asking questions or requesting summaries. Q: What types of questions can I ask the Contact Summary Agent? You can ask for summaries or specific details about a contact’s communications, payments, tasks, appointments, and more. Q: Will the Contact Summary Agent work with all my contacts? The agent works with any contact record in your Patient Copilot sub account, provided there is data available. Q: How does the agent ensure data accuracy? The Contact Summary Agent pulls real-time data from your Patient Copilot system, ensuring summaries are always up to date. Q: Is my data secure when using the Contact Summary Agent? Yes, all data is processed securely within the Patient Copilot platform, following standard privacy and security protocols. * * * ## Related Articles - (https://help.patientcopilot.ai/en/support/solutions/articles/155000003906)[Getting Started - Create New Contact](https://help.patientcopilot.ai/en/support/solutions/articles/155000005055)
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